Guru Ownership Over Time
Guru Analysis for Semrush Holdings, Inc. (SEMR)
Semrush Holdings, Inc. (SEMR), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.18 M.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $25.69 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Cliff Asness reduced exposure by 70.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.00% | Reduce -59.6% | 182,700 | $1.29 M | Q3 2025 | |
| 0.00% | Reduce -70.4% | 177,501 | $1.26 M | Q3 2025 | |
| 0.00% | New Buy | 76,712 | $543,120 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Semrush Holdings, Inc. (SEMR)
Top Guru holders include Renaissance Technologies ($1.29 M), Cliff Asness ($1.26 M), Steven Cohen ($543,120). Collectively, tracked Gurus hold 436,913 shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $25.69 M, with 1 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of SEMR completely. Total sell value was $26.23 M.
Yes, 1 Gurus opened new positions in SEMR, and 0 added to their existing holdings. Total buy value was $543,120.